TWA
DBX icon

TCI Wealth Advisors’s Dropbox DBX Stock Holding History

TCI Wealth Advisors’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-120
Closed -$2.6K – 712
2023
Q1 		$2.6K Sell
120
-8
-6% -$175 ﹤0.01% 1904
2022
Q4 		$2.87K Buy
128
+2
+2% +$44 ﹤0.01% 1878
2022
Q3 		$3K Buy
126
+11
+10% +$246 ﹤0.01% 1748
2022
Q2 		$2K Hold
115
– – ﹤0.01% 1979
2022
Q1 		$3K Buy
115
+6
+6% +$140 ﹤0.01% 1864
2021
Q4 		$3K Hold
109
– – ﹤0.01% 1992
2021
Q3 		$3K Hold
109
– – ﹤0.01% 1917
2021
Q2 		$3K Sell
109
-50
-31% -$1.37K ﹤0.01% 1727
2021
Q1 		$4K Sell
159
-20
-11% -$481 ﹤0.01% 1350
2020
Q4 		$4K Buy
179
+89
+99% +$1.81K ﹤0.01% 945
2020
Q3 		$2K Hold
90
– – ﹤0.01% 1093
2020
Q2 		$2K Sell
90
-30
-25% -$634 ﹤0.01% 1043
2020
Q1 		$2K Buy
+120
New +$2.18K ﹤0.01% 995

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's DBX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dropbox (DBX) in Q2 2023, closing a stake of 120 shares — an estimated $2.6K sold.

TCI Wealth Advisors first reported a position in DBX in Q1 2020 and held it in 13 quarters. The position peaked at $4K in Q1 2021. 446 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 120 Dropbox shares in Q2 2023, an estimated $2.6K.
  • TCI Wealth Advisors first reported a position in Dropbox in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Dropbox position peaked at $4K in Q1 2021.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.